Peter Joseph Gibson
Investment adviser representative at Accolade Asset/liability Advisory Services
19 yearsExperience
4 statesRegistered in
$1.6BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Accolade Asset/liability Advisory ServicesMar 2021 to now
- Accolade Invetment Advisory LLCOct 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 4 states (FL, MS, OH, TX).
Accolade Asset/liability Advisory Services
Legal name: Accolade Investment Advisory, LLC
$1.6BAssets managed
39Clients
5Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5467097
- Firm CRD
- 145635